Filed February 13, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $32,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,147 | $47,456-78.6% | $172,739-94.1% | $77,787-87.0% |
| Participation rate | 52.4% | 66.3%-13.9pp | 82.6%-30.2pp | 73.2%-20.8pp |
| Annual return | 22.97% | 35.57%-12.6pp | 802.84%-779.9pp | 32.57%-9.6pp |
| Employer contribution / active EE | $894 | $1,574-43.2% | $5,143-82.6% | $2,504-64.3% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $30 | $81-62.9% | $13,954-99.8% | $100-70.0% |